ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $2 billion in assets under management and has grown their client base to over 2,160 in just ten years of the firm opening. When Joe began working with Pure Financial in 2008, they had almost no clients, negative revenue and no [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently leads Pure Financial Advisors along with Michael Fenison and Joe Anderson. Alan joined the firm about one year after it was established. At that time the company had less than 100 clients and approximately $50 million of assets under management. As of [...]

Not sure what President Trump’s proposed tax plan means for you? Financial Experts Joe and Al walk you through the various ways the tax plan could impact your tax bill from your individual taxes to your estate taxes.

Download Tax Reform White Paper Here

Important Points:

1:06 – History of Tax Reform

2:00 – President Trump’s Tax Plan: Individual Taxes, Estate Taxes, Business Taxes, Winners & Losers

3:30 – Simple, Fair Postcard Tax Filing

4:21 – Proposed Rates

6:10 – Standard Deductions

6:30 – Itemized Deductions

7:46 – True or Fales: All middle-class taxpayers will pay less income taxes under the Trump tax reform proposal.

8:47 – Countdown to Retirement: Taxes and your 401(k)

11:46 – Medicare Surtax

12:43 – AMT (Alternative Minimum Tax)

13:45 – Estate Taxes

14:50 – Corporate Tax Rates

16:57 – True or False: Trump’s tax reform proposal calls for the highest earners to pay more than he proposed during the campaign.

18:09 – Winners & Losers of the proposed tax reform proposal

19:32 – Email Question: Would reducing the rate on corporate income impact my retirement accounts that are heavily invested in stocks?

21:03 – Email Question: I’m a small business owner with 7 employees. Will the proposed tax cuts benefit me?

20:32 – Email Question: If the death tax is repealed will I need to revisit my estate plan?

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